Long Island Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-873	Closed	-$230K	–	80
2024 Q4	$230K	Buy	+873	New	+$230K	0.14%	68
2024 Q1	–	Sell	-792	Closed	-$184K	–	399
2023 Q4	$184K	Buy	+792	New	+$184K	0.13%	75